Generate Billable Advisory
Reports in 2 Minutes.
Acuitist provides the secure, AI-powered intelligence you need to add Capital Advisory to your list of service. Monitor financial health, predict cash flow gaps, and generate billable roadmap reports—without compromising client privacy.
Get Three Free Reports
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Sign up for the Acuitist Capital Advisory Tool.
SOC2 Compliant Security. By continuing, you agree to our Terms of Service and Privacy Policy.
How it Works
Step 1: Connect
Securely sync with QuickBooks Online. Client not on QuickBooks Online yet, or using QuickBooks Desktop. No problem, connect with Drive and upload your PDF files. Data is anonymized instantly.
Step 2: Analyze
Our air-gapped AI goes beyond basic ratios. It scans historical trends to pinpoint critical liquidity risks and identifies specific debt restructuring opportunities that standard dashboards miss.
Step 3: Bill
Instantly generate an executive-ready PDF report. Turn a 2-minute automated scan into a high-value strategic roadmap you can bill as premium advisory immediately.
Calculate Your ROI
See how adding Capital Advisory affects your firm's bottom line.
🎉 Bulk pricing unlocked ($79/report cost)
Average advisory fee is $250 - $500 per report.
New Annual Profit
*Calculation based on tiered platform costs deducted from your fee.
Built on Private Vertex AI™ in a Bullet-Proof VPC
Your data never touches the public internet. Our Capital Advisory engine runs inside a secure Virtual Private Cloud (VPC), providing an air-gapped environment where sensitive financial data is isolated, encrypted, and never used to train public models.
Elevate Your Firm with Strategic Capital Advisory.
Move beyond compliance and become an indispensable growth partner. Acuitist empowers financial professionals to deploy high-value advisory services at scale. Differentiate your practice, deepen client trust, and unlock sustainable new revenue streams with our secure intelligence platform.
Enterprise Intelligence for Every Firm
Financial success shouldn't require a Wall Street budget. We are democratizing access to high-end capital planning. By combining air-gapped security with predictive AI, we help financial professionals turn complex data into clear, actionable roadmaps.